Jobs at SS&C Technologies

Generates qualified sales opportunities through inbound and outbound prospecting. The role researches prospective accounts, qualifies leads, conducts discovery conversations, documents client needs in CRM systems, and routes opportunities to sales teams. It engages financial services decision-makers, supports meetings and demonstrations, learns SS&C’s fund administration and technology solutions, collaborates cross-functionally, and works toward activity, meeting, and pipeline goals.

Designs and implements AI, workflow automation, and digital productivity solutions that optimize business processes and improve sales and service outcomes. Partners with leaders across Sales, Service, Operations, Technology, Compliance, and Product to assess workflows, define future-state processes, document requirements, manage implementation risks, and establish automation best practices. Requires strong solution architecture, analytical, stakeholder management, and business process optimization experience.

Manages private equity fund accounting and administration services, including client onboarding, financial statement preparation, audit processes, investor allocations, management fees, general ledger reconciliation, and reporting. Leads accounting teams, reviews client deliverables, maintains reporting calendars, ensures compliance with GAAP and other accounting standards, and manages client relationships and operational improvements.

Leads private equity fund accounting and administration teams, overseeing client deliverables, implementations, financial statements, capital statements, distribution waterfall models, governing document reviews, and year-end audits. Manages client relationships, team development, process improvements, business analysis, and complex accounting judgments for private markets clients.

Performs private equity fund accounting, including bank reconciliations, journal entries, workpapers, capital activity, investment transactions, accruals, management fees, and carried-interest waterfall models. Supports year-end audits and analyzes investment documentation while collaborating with clients, auditors, legal counsel, and tax advisors. Ensures accurate reporting, meets tight deadlines, and maintains strong stakeholder relationships.

Perform fund accounting activities for private markets investments, including bank reconciliations, journal entries, workpapers, capital activity, investment transactions, accruals, management fees, and carried-interest waterfall models. Analyze investment documentation, support year-end audits, meet reporting deadlines, and collaborate with clients, auditors, legal counsel, and tax advisors.

Perform daily reconciliation of cash, positions, and transactions across multiple securities, investigate differences, and coordinate resolution with clients, brokers, counterparties, and internal teams. Upload and confirm trades, track corporate actions, monitor failed trades and settlement, and contribute to process improvements. The role handles complex tasks requiring judgment, specialized expertise, initiative, and creative problem-solving.

Oversee end-to-end syndicated and bilateral loan servicing, including trade capture, settlements, funding, rollovers, interest processing, reconciliations, onboarding, controls, and exception management. Lead client and stakeholder coordination, audit and compliance support, risk mitigation, operational reporting, SLA monitoring, process improvements, automation, system implementations, and documentation while ensuring accurate, timely, scalable, and compliant loan operations.

Provides legal counsel on Investment Company Act and Advisers Act matters for mutual funds, ETFs, and closed-end funds. Oversees SEC regulatory filings, including Forms N-1A and N-2; prepares fund board materials, attends meetings, and drafts minutes. Negotiates advisory, transfer agency, and fund administration agreements; monitors regulatory developments; collaborates with and may supervise paralegals; and manages multiple client matters independently.

Leads investor services operations, mentors team members, manages institutional client relationships, oversees investor capital activity and communications, ensures regulatory compliance, improves workflows, coordinates with internal departments, delivers training, supports due diligence meetings, and prepares management reports. The role requires substantial investor services experience, leadership capability, knowledge of fund structures and investment vehicles, and strong client communication skills.

Sell Blue Prism workflow automation solutions to large public-sector enterprise accounts. Responsibilities include generating pipeline, developing executive relationships, managing alliance and channel partners, leading consultative solution sales, closing new business, forecasting accurately, and collaborating with technical teams. The role requires approximately 30–60% travel and focuses on complex transformational deals involving business and IT stakeholders.

Leads client-facing technology implementations and integration projects from initiation through go-live and handover. Owns delivery schedules, budgets, risks, dependencies, forecasting, resource planning, governance, and executive reporting. Coordinates architects, analysts, engineers, and operations teams across SaaS and API-driven solutions. Acts as the primary client interface, supports presales and SOW definition, and drives delivery standards, operational readiness, and continuous improvement in regulated financial services environments.

Supports daily operational workflows, team supervision, process improvement, KPI monitoring, policy implementation, regulatory and SLA compliance, issue escalation, and operational reporting. Collaborates with client services, technology, and compliance teams to resolve issues and improve service delivery. The role requires 3–5 years of operations experience, leadership exposure, analytical skills, and proficiency with Microsoft Office and Excel.

Develop and maintain SS&C Geneva portfolio accounting software within the Fund Accounting team. Collaborate with product managers to define and iteratively implement features, resolve product issues and client escalations, and partner with QA during testing. The role focuses on backend enterprise software development using compiled object-oriented languages, Linux or Unix environments, and debugging tools such as gdb, with preferred financial industry and accounting knowledge.

Manages strategic relationships with senior financial-services clients, drives account growth and renewals, negotiates contracts, develops client solutions, and ensures service obligations are met. The role coordinates internal teams, supports pricing and product decisions, provides financial analysis, leads executive presentations, and identifies opportunities for partnerships, acquisitions, and expanded offerings. It requires deep financial-services knowledge, strong negotiation and presentation abilities, and the capacity to influence stakeholders across the enterprise.

Analyze business processes, workflows, and systems; gather and prioritize stakeholder requirements; translate needs into functional specifications; maintain process and system documentation; collaborate with development, QA, and architecture teams; support testing and UAT; assist with project reporting, stakeholder communication, user training, and solution recommendations.

Perform daily cash, position, and transaction reconciliations across securities and derivatives. Analyze discrepancies, coordinate break resolution with clients, brokers, counterparties, and internal teams, upload and confirm trades, track corporate actions, and monitor failed trades and settlement. Lead professionals, coordinate department activities, advise staff, improve procedures, and support cross-functional project delivery.

Leads accounting and valuation for complex investments, including derivatives, fixed-income, and international financial products. Oversees technical and professional staff, resolves escalated issues, administers policies, provides daily guidance, and recommends procedural improvements. Requires independent judgment to manage moderate-scope projects and meet schedules.

Supports administrative services for SS&C’s client, Citadel LLC, as a replacement employee. The posting provides limited detail about specific responsibilities, qualifications, technologies, compensation, travel, or work authorization requirements.

Manage customer success for Spanish-speaking DealCentre clients across Latin America. Lead onboarding, training, adoption, account planning, business reviews, issue resolution, and retention and growth initiatives. Analyze usage and engagement data, maintain CRM records, represent customer feedback, and partner with Sales, Support, and Product. The role requires fluent Spanish, working English, customer-facing SaaS experience, consultative communication, organization, commercial awareness, and familiarity with financial services or M&A.